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Vanguard Morningstar Value ETF
VTV

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
276
Capital Wealth Management
Rhode Island
$31.3M +$2.54M +12,704 +9%
CPA
277
Capital Performance Advisors
California
$31.3M +$2.16M +10,772 +7%
AWM
278
Allen Wealth Management
North Carolina
$31.2M +$1.25M +6,236 +4%
UFPG
279
United Financial Planning Group
New York
$30.4M -$53.9K -269 -0.2%
VNA
280
Valley National Advisers
Pennsylvania
$30.4M +$2.09M +10,463 +7%
SIM
281
Studio Investment Management
Illinois
$30.4M -$346K -1,730 -1%
FAT
282
First American Trust
California
$30.3M -$5.51M -27,506 -15%
PAS
283
Park Avenue Securities
New York
$30.3M +$3.87M +19,335 +14%
SWP
284
Stratos Wealth Partners
Ohio
$30.3M +$453K +2,264 +1%
WA
285
Waterford Advisors
New York
$30.2M +$772K +3,854 +3%
RA
286
Rise Advisors
New York
$30.1M +$470K +2,346 +2%
TW
287
Towerpoint Wealth
California
$30.1M -$1.56M -7,780 -5%
AFG
288
Atomi Financial Group
New York
$30M +$5.07M +25,336 +20%
SHWM
289
Smith & Howard Wealth Management
Georgia
$29.8M +$1.84M +9,186 +6%
FIM
290
Freedom Investment Management
Connecticut
$29.7M -$1.55M -7,748 -5%
PS
291
Principal Securities
Iowa
$29M -$659K -3,289 -2%
NOI
292
Newton One Investments
Delaware
$28.9M +$24.2M +120,991 +458%
FPB
293
First PREMIER Bank
South Dakota
$28.9M +$1.56M +7,777 +6%
SBH
294
Segall Bryant & Hamill
Illinois
$28.7M -$1.84M -9,177 -6%
WA
295
Wealth Architects
California
$28.7M -$673K -3,359 -2%
PA
296
Parallel Advisors
California
$28.6M +$547K +2,732 +2%
LGA
297
Lebenthal Global Advisors
New York
$28.5M +$257K +1,284 +0.9%
RWS
298
Rochester Wealth Strategies
Michigan
$28.5M +$53.1K +265 +0.2%
AFA
299
Antonelli Financial Advisors
Michigan
$28.4M +$1.29M +6,423 +5%
CC
300
Courier Capital
New York
$28.3M -$89.9K -449 -0.3%
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